HN Daily Compass Halcyon Nights
Thu 2 Jul 2026 · 8:31amData to 8:15am · AUD · vs LY

Health snapshot

EveryoneDaily · 5 min
Revenue yesterday
$8,412
▲ 12% vs LW
Today so far
$1,086
▲ tracking +9%
Orders yday
91
▲ 8
AOV yday
$92.40
— steady
Conversion
2.3%
▼ 0.2pt · mobile
MER (blended)
5.1×
▲ 0.4
Month to date vs target
$41,280 / $612k pace 104%
Day 2 of 31 · July target $620k incl. wholesaleon pace
Est. gross margin
63%
promo-free week
Refunds yday
3.1%
within range
Top channel
Email · 34%
Klaviyo knit send
Top market
AU · 88%
NZ ▲ 41% WoW
Risk of the day

Knit Jumper · Hej Blomma! — 2Y & 3Y sold out, ads still live

$74/day Meta spend pointing at a broken size run. Catalogue is serving the two missing sizes to 61% of clicks.

Pause variants in Meta →
Opportunity of the day

Knit Blanket · Little Billabong — CVR 4.8%, 46 days of stock, no active ads

Converting at 2× site average off the back of Monday's email. Winter demand is live and stock is deep.

Add to prospecting + homepage hero →

Today's action list 3 of 7 done

  • Pause 2Y/3Y Knit Jumper in Meta catalogueMKT
  • Swap homepage hero → Little Billabong blanketECOM
  • Reorder call: Knit Jumper size curve (2Y-heavy)FND
  • Fix WELCOME10 expiry — code erroring at checkoutECOM
  • Add "runs small — size up" note to Pocket Patch tee PDPECOM
  • Brief 3 new knit creatives — CTR fading on hero adMKT
  • Add "pyjamas" synonym to site searchECOM

Product & sales

Founder + MarketingDaily · 10 min

Alerts · rule engine

Ads on <7-day stockKnit Jumper Hej Blomma! 2Y/3Y — rule #1
Broken size run on hero printEat The Rainbow bodysuit — 6-12M & 2Y out — rule #4
Seasonal window closingSun Hats 22wks cover · summer 12wks away — rule #8 inverse: hold, don't clear yet
Creative fatigue"Knit love" hero ad CTR ▼ 3 weeks straight — rule #15
Back-in-stock list > 50Little Billabong wrap 0-3M · 64 waiting — rule #25
NZ orders ▲ 41% WoWCheck NZ shipping rate + stock coverage — rule #33
Product · printRev ydayUnitsViewsCVRStock daysMargin7-daySignal
Knit Blanket Little Billabong$1,608184124.8%4668%▂▃▃▅▆▇█Promote today
Knit Jumper Hej Blomma!$1,242146883.1%564%▃▅▆▇▇██Pull from ads
L/S Bodysuit Eat The Rainbow$744249032.6%1961%▅▅▆▅▆▆▇Broken sizes
Cot Quilt Space Dreamer$59641,2040.9%5871%▆▆▅▅▄▃▃Fix PDP first
Kids Tee Pocket Patch$418113772.9%3359%▄▄▅▅▅▆▆Steady
Baby Wrap Hej Blomma!$39295411.7%2766%▅▄▄▅▄▄▅High ATC, low buy
Kids Sun Hat Little Billabong$863983.1%15463%▂▂▁▂▁▁▂Hold for spring

Inventory

Founder + OpsDaily scan · weekly deep-dive

Days of cover · print family × size

Print / size0-3M3-6M6-12M1Y2Y3Y4Y5Y6Y
Hej Blomma! knit21186500143944
Little Billabong41622251923414852
Eat The Rainbow171307015202637
Pocket Patch283126332930354246
Space Dreamer445139748896102115121
Sold out <7 days Healthy 7–35 Deep 35–60 Overstock 60+

Reorder queue

  • Knit Jumper 1Y–3Ysell-thru 78% · wk 5
  • Rainbow bodysuit 6-12M, 2Y64 on BIS list
  • Billabong wrap 0-3M4 days cover

Overstock actions

  • Space Dreamer 1Y–6Ybundle + email wk 28
  • Sun hats (all)hold → spring drop

Dead stock > 120d

  • Booties · retired printGWP from Mon

Marketing

MarketingDaily · 10 min
Meta spend yday
$612
ROAS 3.4×
Google spend yday
$188
ROAS 5.9×
New-customer CAC
$31.70
▼ $2.10
Paid revenue
$3,190
38% of total
CPM (Meta)
$14.20
▲ 9% WoW
CampaignSpendROASCVRStock coverLP matchDiagnosis → action
Prospecting · Winter Knits
Meta · live 21d
$3104.6×3.2%5dOKROAS high, stock low → hold budget, swap hero
Retargeting · All
Meta · always-on
$1686.1×5.4%OKHealthy → +15% budget
Prospecting · Bedding
Meta · live 4d
$1341.8×1.1%58dGeneric LPLearning + LP mismatch → build quilt LP, recheck d7
Search · Brand
Google · always-on
$968.3×6.8%OKProtect, no change
PMax · Catalogue
Google · live 60d
$923.1×2.4%mixedOKExclude <7d-cover variants from feed

Creative board

🧶
Best · "Melbourne mornings" knit UGCCTR 2.9% · CVR 3.8% · 14d live
🌙
Worst · "Dream big" static quiltCTR 0.6% · $89 spend, 0 orders
Why ROAS moved: Winter Knits ROAS is fine — the problem is stock, not creative. Bedding ROAS is low because the LP is the generic homepage and the campaign is day 4 of learning. Don't touch bids today.

Promo & calendar

Founder + MarketingDaily glance · weekly deep-dive
Active codeRevOrdersAOVNew cust %Margin hitCall
WELCOME10
10% first order · always-on
$2,14026$82100%–6.2%Keep
BUNDLEUP
15% off 3+ items · WTD
$1,36812$11442%–8.9%Keep · AOV +$22
VIP20
20% VIP segment · ends Fri
$9119$10111%–13.4%Narrow: lapsed VIPs only
Cannibalisation check: full-price revenue is flat WoW while BUNDLEUP runs — promo is adding baskets, not moving them. VIP20 is 89% existing buyers who purchase monthly anyway → margin leak.

Next 14 days · stock readiness

Drops
Winter Vol.2 · 10 Jul
Email
Knit storySize-up flowDrop preview
Social
Artist BTSDrop teasers
Paid
Knits (swap hero)Drop launch
2 Jul6 Jul9 Jul12 Jul16 Jul
Stock & assets ready Needs assets / LP Stock conflict

Customers & site

Marketing + eCom2–3× week · alerts daily

Size-stage segments · Klaviyo

Bought 0-3M, 3–5 months agochild now ~3-6M → next-size email, same print
418
Bought 6-12M across 2+ ordersengaged parents → drop preview / VIP track
293
Gift buyers · single orderoccasion flow only — exclude from weekly sends
1,204
Size 6 buyers ageing outbedding + sibling gifting angle
167
VIP · inactive 90dearly access to Winter Vol.2, no discount
58
Flows yday: Welcome $286 · Abandoned cart $342 · Post-purchase $121 · Back-in-stock $208 · Winback $64 — flows = 31% of email revenue.

Funnel · yesterday ■ mobile · ■ desktop

Sessions 3,90572% mobile
Product views 2,24658% of sessions
Add to cart 3799.7%
Checkout 1684.3%
Orders 91CVR 2.3% · mobile 1.9% ▼
Watch: mobile CVR fell 0.2pt after Tuesday's theme update — walk the mobile checkout this morning. Zero-result search: "pyjamas" ×31, "matching family" ×12 → synonym added; range gap logged.
HN Daily Compass · concept mockup · sources: Shopify · Klaviyo · Meta · Google Ads · GA4 · Inventory Planner — sample data for design purposes